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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,672 | $102,663-57.5% | $86,216-49.3% | $139,466-68.7% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.0%-30.5pp | 80.3%-41.9pp |
| Annual return | 1.65% | 1924.52%-1922.9pp | 1169.42%-1167.8pp | 373.66%-372.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,376 | $4,677-49.2% | $3,986-40.4% | $6,712-64.6% |
| Admin fee / account holder | $1,323 | $8,663-84.7% | $6,853-80.7% | $11,409-88.4% |